Filed January 18, 2001 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $3,347,014 |
MANNING & NAPIER4+ years Filed as: MANNING AND NAPIER ADVISORS Service code 28 · EIN 45-3328488 | Investment Management | $1,605,853 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGT Service code 28 · EIN 04-3532603 | Investment Management | $1,219,191 |
INVESTEC GLOBAL AGG EQTY4+ years Service code 28 · EIN 26-1432844 | Investment Management | $1,179,673 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $981,963 |
Filed as: VOYA INVESTMENT MANAGEMENT Service code 28 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $459,594 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN Service code 19 · EIN 13-3200244 | Securities Custodian | $317,500 |
NISA INVESTMENT ADVISORS, LLC4+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $289,286 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-3608252 | Investment Management | $186,008 |
WINSTON & STRAWN LLP2 years Filed as: WINSTON AND STRAWN LLP Service code 29 · EIN 36-1975990 | Legal | $102,907 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $261,924-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 0.0%0pp |
| Annual return | -5.74% | -1.95%-3.8pp | -2.99%-2.8pp | -1.95%-3.8pp |
| Employer contribution / active EE | $0 | $9,243-100.0% | $41,623-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $425-100.0% | $35-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $38,841-100.0% | $62,356-100.0% |